Boutique expertise Small firm with specialized forensics services, offering personalized, hands-on engagement that can be positioned to target insurers, public sector clients, and law firms seeking tailored expert analysis and testimony.

Diversified service mix Capabilities spanning insurance claims, investigations, and litigation support, enabling cross-sell of economic damages analysis, asset searches, and fraud examinations to existing clients and prospective partners.

Credible credentials Team combines CPA, CFE, and law enforcement experience, providing credible, technically solid reports and testimony that can be leveraged in high-stakes insurance disputes, white-collar investigations, and civil litigation.

Moderate growth fit Annual revenue in the lower mid-market range with 2-10 employees suggests nimble operations and potential for high-margin engagements with mid-to-large clients seeking specialized forensic support without large firm overhead.

Tech-enabled delivery Utilizes mainstream platforms (Wix, WordPress, Google Cloud, Google Workspace) and security tools, indicating an approachable, digital-first client experience that can be scaled for broader marketing, client portals, and remote expert work.